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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

133 hedge funds and large institutions have $934M invested in Avantis US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.1%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
34
Increased
70
Reduced
21
Closed
5
Calls
$271K
Puts
$823K
Net Calls
-$552K
Net Calls Change
-$790K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M
2
PAS
2
Park Avenue Securities
New York
$48.6M
3
HIP
3
HUB Investment Partners
Texas
$43.5M
4
CFS
4
Cannon Financial Strategists
Georgia
$23.6M
5
WA
5
Waverly Advisors
Alabama
$16.9M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$766K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$478K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$1.03M +$588K +11,024 +132%
OPS
77
Orion Portfolio Solutions
Nebraska
$944K +$101K +1,894 +12%
BCI
78
Brinker Capital Investments
Pennsylvania
$944K +$101K +1,894 +12%
MML Investors Services
79
MML Investors Services
Massachusetts
$936K +$936K +17,553 New
TIM
80
Tortoise Investment Management
New York
$936K +$38.3K +717 +4%
TA
81
TFB Advisors
Kansas
$923K +$923K +17,300 New
EWP
82
Elevation Wealth Partners
California
$837K +$2.4K +45 +0.3%
WRPWM
83
Werba Rubin Papier Wealth Management
California
$786K – – –
Jane Street
84
Jane Street
New York
$773K -$53.6K -1,005 -6%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$766K -$9.06M -169,859 -92%
NL
86
NWAM LLC
Washington
$762K +$762K +14,277 New
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$753K +$753K +14,110 New
CA
88
Cetera Advisors
Colorado
$752K +$752K +14,090 New
THL
89
Tillman Hartley LLC
Colorado
$750K +$4.06K +76 +0.5%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$730K +$3.9K +73 +0.5%
PFG
91
Prosperity Financial Group
California
$719K +$10.7K +201 +2%
SXL
92
Summit X LLC
Missouri
$683K +$327K +6,128 +92%
LFGO
93
Legacy Financial Group (Oklahoma)
Oklahoma
$656K -$12.6K -237 -2%
WPC
94
Wedmont Private Capital
Pennsylvania
$634K +$3.34K +62 +0.5%
PWA
95
PCG Wealth Advisors
Kansas
$592K +$107 +2 +0%
BTI
96
Blue Trust Inc
Georgia
$553K +$553K +10,821 New
AFAS
97
Acorn Financial Advisory Services
Virginia
$518K +$179K +3,351 +53%
FFA
98
Farther Finance Advisors
California
$497K +$281K +5,266 +130%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$484K -$2.13M -39,866 -81%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$478K -$2.9M -54,288 -86%
2 3
4
5 6